Check Your Balances

著者： Ross Anderson CFP® and Daniel Messeca CFP®
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  • サマリー

  • Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
    © 2024 Check Your Balances
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あらすじ・解説

Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
© 2024 Check Your Balances
個人ファイナンス 経済学
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エピソード
  • Would You Buy a Home With Cash Right Now?

    Would You Buy a Home With Cash Right Now?
    2024/12/25

    If you had the money to buy a home outright, would you still take a mortgage at our current rates? This week's episode dives into the pros and cons of whether it makes sense to borrow money or invest based on the current landscape.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram
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    31 分
  • The Gift You Don't Want: Timeshares

    The Gift You Don't Want: Timeshares
    2024/12/18

    This time of year we think a lot about gift giving. But what about the gifts you truly don't want? We don't mean a bad neck tie or macaroni art, but maybe one that costs you thousands of dollars just to maintain... tune in this week for our discussion about how to avoid inheriting a timeshare.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram
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    24 分
  • December Mailbag: Super Catch-Up, Taxes on Gifts, and More!

    December Mailbag: Super Catch-Up, Taxes on Gifts, and More!
    2024/12/11

    This month's mailbag episode is a super-sized catch-up! We're diving deep into your burning questions about personal finance. From the ins and outs of taxes on gifts to strategies for supercharging your retirement savings, we've got you covered. Tune in to hear our expert insights and practical advice.

    This episode is on YouTube: https://youtu.be/Atb7blHB7wY

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram
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    30 分

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